Small Business Advisor
20 hours ago
Requisition ID: 173236 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What you’ll be doing** Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, the focus is to provide exceptional service throughout the customer’s journey by: - Manage an assigned portfolio of high value and/or complex small business owner relationships to achieve retention and other negotiated goals while meeting Scotiabank’s Service Standard - Creating a strong presence within the local business community by developing relationships with various Centres of Influence - Proactively engage with new and existing clients to build strong, ongoing relationships and provide comprehensive advice, enabling them to build successful businesses - Partner with fellow advisors to create a customer centric environment **What you have** - You possess a results oriented attitude and have sound knowledge of the small business market including the features and benefits of small business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security documentation for small business products - You demonstrate excellent business development techniques and are conversant with small business legal structures and life cycles, competitor offerings and alternate sources of financing - You have good organizational skills and are flexible to adapt to a constantly changing environment - You are a strong relationship builder and communicator; and enjoy meeting people and are proficient at collaborating with others - You have an education in a business related discipline or equivalent work experience as a small business owner - Valid driver’s license and access to a reliable vehicle **What we’re offering** - The opportunity to join a forward-thinking company with the ability to collaborate with other business lines within the bank - A rewarding career path with diverse opportunities for professional development - A competitive compensation and benefits package - Internal training to support your growth and enhance your skills - An organization committed to making a difference in our communities - for you and our customers Location(s): Canada : Quebec : Sainte-julie Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Business Advisor-sainte-julie, Qc
5 days ago
Sainte-Julie, Canada Scotiabank Full timeRequisition ID: 229055 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: Our Business Advisors (BA) are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking network, the focus is to provide exceptional service throughout the...
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Wealth Management Advisor
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Sainte-Julie, Canada Desjardins Full timeJoin to apply for the Wealth Management Advisor role at Desjardins As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring they’re satisfied. Your role is to listen to members’ and clients’ needs, offer them advice that fits their financial...
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Wealth Management Advisor
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Advisor, Investment and Financing
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Sainte-Julie, Canada Desjardins Group Full timeSeveral opportunities are currently available in the greater Montérégie region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer...
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